Be a Part of a Family Financial Boot Camp!

Only 6% of those who learned about Financial Literacy improved- PhilStar

It is not enough to know. In My Finance MD we want you to get more than literacy. We want each Filipino family to really improve.                     

In cooperation with Insight Tech Systems Management Corp, Wealth Management Centre for Communications and Research Inc. and My Finance MD, would like to present to you:

Dare to Journey Professional Education Series I.

What?

It is a Family Financial Boot camp which aims to secure a brighter future for the Filipino and his family through financial stewardship and education, financial plan mentoring and guidance in the implementation of family’s LifeMap.

Summary of Campaign Objectives:

1. Educate the Filipino on the Problem that threatens the future of the Family and its Wealth.
2. Guide them on the Solutions that will help them address this problem and ensure a better, more secure future for the Family.
3. Provide the Family and its members with a platform where doing well for the family can translate to doing good for others.

How?

Methodology:

1. On-Site 3 Hour Financial Education Group Boot Camp (Can be done All-Year-Round) until all the employees or members were able to attend the Boot Camp
2. For those members that want to continue learning after the Boot Camp, they will be provided with:
   1. Personal Individual Mentoring and Stewardship Program with trained a Certified Family Wealth Planner Mentor
   2. Periodic Webinar based sustaining education and consultation.

Who?

Speaker:   Mr. Aristides “Jong” Merida, Jr.

Mr. Jong, is a sought after speaker on private wealth management and is an acknowledged authority on health finance in the country. As a consultant, he counts among his clients the biggest global stakeholders in the industries of insurance, healthcare, pharmaceuticals and reinsurance. He is a Director of Wealth Management Center for Communications & Research, Inc. and works as an Independent Advisor with focus on private wealth advisory and solutions services based in Manila.

Mentors:

Trained Certified Wealth Planner Graduates of Wealth Management Center for Communication and Research Inc.

Certified Wealth Planners (CWP) are trained and updated in advising on:

Wealth Protection (Health Finance, Insurance Planning),

Wealth Creation (Investment Planning) and

Wealth Conservation (Estate Planning).

Output: A Family Wealth Plan specially crafted specifically to each Family according to Family’s Financial Objectives

Who Can Qualify?

• A company belonging to top 1000 companies in the Philippines
• A group of people such as association, cooperatives, etc., (subject to evaluation)

How to apply:

If you want this for your Company or Group, you can send me an email of your desire to become part of this Family Financial Stewardship and Mentoring Program. Please include the following:

Name of the Company:

Address:

Number of Employees/Group:

Your Name, Contact Information:

Your Position in the Company:

Since this program is sponsored by My Finance MD, Your Company/Group shall provide for the venue and technical aspects of the Program.   The schedule of the program will be pre-arranged with us.

When and Where?

For now, this program is limited in NCR as of the moment. Once you submit your interest and evaluation were done. When and Where will be pre-arranged All-Year-Round to fit in the schedules and best interest of both parties.

So, what are you waiting for? Sign-up your company or group with us. Start your Financial life the right way.

WATCH THIS VIDEO:

It is a very limited sponsored program.

Helping you every step of the way,

Contact Me for more details.

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Pinky De Leon-Intal, MD, RFC

Doc Pinky is a licensed Medical Physician, Internationally Registered Financial Consultant, Certified Investment Solicitor and Associate Wealth Planner and Estate Planner of the Philippines. She loves to educate and spread financial literacy. She is a Lactation Consultant. She loves to travel. She is a devoted wife and mother.

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